WisdomTree Efficient is trading at 37.68 as of the 11th of November 2024, a 1.75 percent decrease since the beginning of the trading day. The etf's lowest day price was 37.17. WisdomTree Efficient has less than a 10 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for WisdomTree Efficient Gold are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of September 2024 and ending today, the 11th of November 2024. Click here to learn more.
The fund seeks to invest, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S. Wisdomtree Efficient is traded on BATS Exchange in the United States. More on WisdomTree Efficient Gold
Marlene Walker-Smith, David France, Todd Frysinger, Vlasta Sheremeta, Michael Stoll
Transfer Agent
State Street Bank and Trust Company
Fiscal Year End
31-Aug
Exchange
Cboe BZX Exchange, Inc.
Market Maker
Susquehanna
Total Expense
0.2
Management Fee
0.2
Country Name
USA
Returns Y T D
49.21
Name
WisdomTree Efficient Gold Plus Equity Strategy Fund
Currency Code
USD
Open Figi
BBG0160F4S41
1y Volatility
11.32
200 Day M A
33.9596
50 Day M A
38.3904
Code
GDE
Updated At
10th of November 2024
Currency Name
US Dollar
Type
ETF
WisdomTree Efficient Gold [GDE] is traded in USA and was established 2022-03-15. The fund is classified under Large Blend category within WisdomTree family. The entity is thematically classified as Asset Allocation ETFs. WisdomTree Efficient Gold currently have 2.79 M in assets under management (AUM). , while the total return for the last year was 69.3%.
Check WisdomTree Efficient Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Efficient Gold Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Efficient. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether WisdomTree Efficient Gold offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of WisdomTree Efficient's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wisdomtree Efficient Gold Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Wisdomtree Efficient Gold Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in WisdomTree Efficient Gold. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment.
You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
The market value of WisdomTree Efficient Gold is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Efficient's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Efficient's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Efficient's market value can be influenced by many factors that don't directly affect WisdomTree Efficient's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Efficient's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Efficient is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Efficient's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.